I would like to see the possibility to create my own reports based on historical data of deal stages and so on. Right now, the adjustability of the historical snapshot is very limitied compared to what paramaters can be adjusted for general reports.
This is a real blocker for exploiting the full power of HubSpots data.
I have had a few customers ask for more customization with this feature as well. Upvote!
It was so close to helpful - I wanted by deal count rather than by $.
Yes we have the same, it would be very beneficial for our insights if we could create our own reports based on historical snapshots, as we would like line charts based on value, weighted value and deal count over time per stage.
Absolutely - this is big for us, would love to be able to look at the weighted pipeline vs. just the total amount. As is, we have to do manual exports to accomplish this and get an accurate historical snapshot.
Yep, this is important, and we’d love to be able to do historical snapshots on a whole variety of properties and objects around the CRM, not just deal pipelines.
Like @AliaAt said, it would be great to be able to have a custom Y-axis (deal count and not necessarily $)
This is a big blocker to us at the moment. Super keen on being able to view weighted historical snapshots in particular.
Do we have any workaround for this report? We used different field to track amount, rather than “Amount in company currency”
Any workaround to this? I simply want to change the default report from Amount to Weighted Amount - but it seems there’s no way of doing it???
the fact that this does not exist yet has been maddening for years. So many users would benefit.